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Xcel Energy
XEL

Overview Fund Activity

974 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-37
Holders Change %
-3.66%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
108
Increased
330
Reduced
375
Closed
135
Calls
$130M
Puts
$120M
Net Calls
+$9.51M
Net Calls Change
-$113M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
State Street
State Street
Massachusetts
+$173M
3
Franklin Resources
Franklin Resources
California
+$143M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M
5
Man Group
Man Group
United Kingdom
+$124M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$889M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302M
3
Morgan Stanley
Morgan Stanley
New York
-$163M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$150M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
776
Mather Group
Illinois
$125K +$125K +2,023 New
MAM
777
Marquette Asset Management
Minnesota
$124K +$42.5K +790 +52%
Kayne Anderson Rudnick Investment Management
778
Kayne Anderson Rudnick Investment Management
California
$122K -$54 -1 -0%
CJH
779
Christopher J. Hasenberg
Wisconsin
$118K +$118K +2,194 New
SIS
780
Sound Income Strategies
Florida
$118K – – –
WWM
781
Wolff Wiese Magana
California
$113K -$2.47K -46 -2%
DJSG
782
D.J. St. Germain
Massachusetts
$110K – – –
FP
783
Financial Perspectives
Minnesota
$110K -$79.2K -1,473 -42%
SA
784
Scarborough Advisors
Maryland
$108K – – –
CCM
785
Chilton Capital Management
Texas
$108K -$67K -1,247 -38%
LFA
786
LGT Financial Advisors
Texas
$101K -$4.52K -84 -4%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K -$330K -6,000 -77%
FCT
788
First Community Trust
Iowa
$96.8K – – –
VC
789
Vestor Capital
Illinois
$95K – – –
HPC
790
HM Payson & Co
Maine
$93.9K -$16.1K -300 -15%
SC
791
Steph & Co
Wisconsin
$92.1K – – –
FRA
792
Front Row Advisors
California
$91.7K – – –
First Manhattan
793
First Manhattan
New York
$91.4K -$108 -2 -0.1%
FMTCOCP
794
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K – – –
PFBT
795
Parkside Financial Bank & Trust
Missouri
$90.7K -$10.6K -198 -10%
WTC
796
WhitTier Trust Company
Nevada
$89.2K -$2.2K -41 -2%
BONH
797
Bank of New Hampshire
New Hampshire
$87.6K – – –
QC
798
Quent Capital
New York
$86.1K +$9.03K +168 +12%
PA
799
PSI Advisors
Florida
$85.2K – – –
AGWCA
800
Annis Gardner Whiting Capital Advisors
Florida
$85.2K +$10.6K +196 +14%
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